Pacific Sun Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
14,201
-230
| -2% | -$30.7K | 0.99% | 21 |
|
|
2025
Q1 | $1.86M | Sell |
14,431
-135
| -0.9% | -$17.4K | 1.06% | 23 |
|
|
2024
Q4 | $1.86M | Sell |
14,566
-125
| -0.9% | -$15.9K | 1.01% | 25 |
|
|
2024
Q3 | $1.88M | Sell |
14,691
-740
| -5% | -$94.9K | 1.04% | 23 |
|
|
2024
Q2 | $1.83M | Sell |
15,431
-190
| -1% | -$22.5K | 1.08% | 23 |
|
|
2024
Q1 | $1.89M | Hold |
15,621
| – | – | 1.1% | 21 |
|
|
2023
Q4 | $1.74M | Sell |
15,621
-230
| -1% | -$25.7K | 1.1% | 23 |
|
|
2023
Q3 | $1.64M | Sell |
15,851
-532
| -3% | -$55K | 1.14% | 22 |
|
|
2023
Q2 | $1.73M | Buy |
+16,383
| New | +$1.73M | 1.16% | 22 |
|
|
2022
Q4 | $1.74M | Sell |
16,113
-230
| -1% | -$24.9K | 1.23% | 21 |
|
|
2022
Q3 | $1.55M | Sell |
16,343
-483
| -3% | -$45.8K | 1.09% | 24 |
|
|
2022
Q2 | $1.71M | Buy |
16,826
+1,298
| +8% | +$132K | 1.13% | 23 |
|
|
2022
Q1 | $1.74M | Buy |
15,528
+641
| +4% | +$72K | 0.96% | 27 |
|
|
2021
Q4 | $1.67M | Buy |
14,887
+325
| +2% | +$36.4K | 0.89% | 34 |
|
|
2021
Q3 | $1.51M | Buy |
+14,562
| New | +$1.51M | 0.86% | 35 |
|
|
2020
Q3 | $948K | Sell |
11,712
-160
| -1% | -$13K | 0.79% | 42 |
|
|
2020
Q2 | $935K | Buy |
11,872
+965
| +9% | +$76K | 0.84% | 39 |
|
|
2020
Q1 | $772K | Buy |
10,907
+4,537
| +71% | +$321K | 0.89% | 37 |
|
|
2019
Q4 | $597K | Sell |
6,370
-60
| -0.9% | -$5.62K | 0.53% | 66 |
|
|
2019
Q3 | $571K | Buy |
6,430
+610
| +10% | +$54.2K | 0.54% | 67 |
|
|
2019
Q2 | $509K | Buy |
+5,820
| New | +$509K | 0.49% | 72 |
|
|
2018
Q2 | $415K | Buy |
4,775
+800
| +20% | +$69.5K | 0.43% | 80 |
|
|
2018
Q1 | $328K | Buy |
+3,975
| New | +$328K | 0.43% | 80 |
|